2M Financial Group
Financial Services
333 Bridge Street
8 employees
- Employees
- 8
- Contacts
- 1
- Emails
- 1
- Phones
- 1
2M Financial Group Overview
- Headquarters
- 333 Bridge Street
- Website
- 2mfinancial.com
- Industry
- Financial Services
- Employees
- 8
- Founded
- 2017
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
About 2M Financial Group
Our team here at 2M Financial Group understands the need to balance realistic budgets with financial expectations and goals, because we have families too. Our commitment is to always provide you with unbiased advice and unparalleled service, coupled with a personal touch. We will work with you to identify and prioritize your objectives, and then help establish benchmark goals. 2M Financial Group provides quality financial strategies, and offers insurance and financial services, and employee benefits to businesses and individuals. The company offers a variety of products that can help you meet a number of insurance and financial needs, including, but not limited to college funding, retirement, managing costs for extended periods of care and lifetime income strategies. We would like to sit down and get to know each other. Every family’s financial situation is unique. That's why it’s so important to find out as much as we can about you and your financial goals. The more we know about you, the more precise recommendations we can make and the more we can help you. As a result, we may take some time to discuss your hopes, dreams and objectives — the things that really matter to you. At the same time, you’ll get to know us, how we work, and you can see if we're a good fit. Feel free to reach out to our office at (616) 752-4512. In addition to a Financial Adviser offering investment advisory services through Eagle Strategies LLC, A Registered Investment Adviser, Michael Michalak is also licensed as an Agent with New York Life Insurance Company and a Registered Representative of and offer securities products & services through NYLIFE Securities LLC, (Member FINRA/SIPC), A Licensed Insurance Agency. Eagle Strategies LLC and NYLIFE Securities LLC are New York Life Companies. Neither 2M Financial Group nor New York Life Insurance Company, or its agents, provide tax, legal, or accounting advice. Please consult your own tax, legal, or accounting professionals before making
2M Financial Group Contact Details
- People in AeroLeads
- 4
- With contact data
- 1
- Email contacts
- 1
- 25.0% coverage
- Phone contacts
- 1
- 25.0% coverage
2M Financial Group Org Chart
Sample employees and titles| Name | Title | Location | Contact |
|---|---|---|---|
| Jacob Spencer | Financial Advisor | Grand Rapids Metropolitan Area, United States |
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| Michael Michalak | President with 2m Financial Group Providing Personal Planning, Wealth & Investment Management, and Business Planning. | Grand Rapids, Michigan, United States |
Email
Phone
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| Jordan Fischer | Portfolio Analyst at 2m Financial Group |
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| Aubrey Hansen | Client Services Director at 2m Financial Group | Grand Rapids, Michigan, United States |
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Employees by Management Level
Individual contributor
3 profiles
Executive
1 profile
Director
1 profile
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